Levi Werkman

Senior Associate

Levi is a Senior Associate with Infinity. He has provided business valuation and consulting services to clients for many purposes including strategic and corporate planning, gift and estate tax planning, corporate tax planning, mergers and acquisitions, purchase price allocations, goodwill impairment, litigation, and division of assets for family law matters. He has analyzed and valued business entities, business interests and assets in a variety of industries.

Prior to joining Infinity, Levi worked as a valuation specialist in a global consulting firm. He has over 2 years of direct business valuation and consulting experience.

Levi has a bachelor’s degree in Finance and Accounting from the University of Northern Iowa and is pursing his Chartered Financial Analyst designation, having passed the level I exam in 2021.